QNE Software Sdn. Bhd.

Scenario: 

User wants to specify other UOMs for his stock items when issuing transactional documents. Hence, he can select the appropriate UOM for sales and purchases based on the packaging type of the items. For example, user may sell items individually (per unit) while purchasing them in boxes.

Solution:

1. Go to Stocks module > Stock Items. 

2. Double-click the stock item for which you want to add additional UOMs. 

Once in the new tab, notice that the UOM # field is in UNIT(S) by default, you may modify it if necessary. For your information, UOM # is used in stock reporting such as Month End Stock Balance and Stock Available Balance. 

3. Go to Multi-UOMs tab > New icon. 

4. Fill-out the required fields such as UOM Code and Rate while the remaining fields are optional. User can also set the default Sales UOM and Purchase UOM. For demonstration, we specifically select BOX for Purchase UOM. Finally, click Save. 

Result: 

You can access the newly added UOM when issuing any transactional documents involving stock items. 

For purchase transaction, you may go to Purchases module > Purchase Orders.

At the stock selection section, select the stock item with multi-UOMs. Notice that the system will automatically display the UOM in BOX based on the Purchase UOM set for this stock item along with the default price. 

As for sales transaction, go to Sales module > Sales Invoice. 

At the stock selection section, select the stock item with multi-UOMs. Since we didn’t choose any specific UOM for Sales UOM, the default UOM is in UNIT(S). 

However, you can choose other UOM by clicking the field under the UOM column. A list of added UOMs for the selected item will be displayed and you may select the desired UOM to be used in the transaction.

For stock balance recording, the system will record the stock quantity in base UOM i.e. units. 

You can go to Inquiry > Stock Inquiry. 

Select the stock item and date > Inquiry. 

Notice that even if the UOM used in the sales invoice earlier was in BOX, the quantity displayed for stock out is 25. This is because the default quantity we’ve set for BOX is equivalent to 25 units.